MAI Capital Management’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

MAI Capital Management’s Portfolio PBE Stock Details PBE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-125	Closed	-$9.9K	–	3938
2026 Q1	$9.9K	Hold	125	–	–	﹤0.01%	3179
2025 Q4	$10.3K	Hold	125	–	–	﹤0.01%	2834
2025 Q3	$8.73K	Hold	125	–	–	﹤0.01%	2802
2025 Q2	$8.01K	Hold	125	–	–	﹤0.01%	2846
2025 Q1	$7.93K	Hold	125	–	–	﹤0.01%	2576
2024 Q4	$8.32K	Buy	+125	New	+$8.62K	﹤0.01%	2595

Other funds holding PBE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return

MAI Capital Management's PBE Position: Q2 2026 in Review

MAI Capital Management sold out of Invesco Biotechnology & Genome ETF (PBE) in Q2 2026, closing a stake of 125 shares — an estimated $9.9K sold.

MAI Capital Management first reported a position in PBE in Q4 2024 and held it in 6 quarters. The position peaked at $10.3K in Q4 2025. 105 funds tracked by Wall St. Rank hold PBE as of Q2 2026.

MAI Capital Management reported no remaining Invesco Biotechnology & Genome ETF position as of Q2 2026 after selling out during the quarter.
MAI Capital Management sold 125 Invesco Biotechnology & Genome ETF shares in Q2 2026, an estimated $9.9K.
MAI Capital Management first reported a position in Invesco Biotechnology & Genome ETF in Q4 2024 and held it in 6 quarters.
MAI Capital Management's Invesco Biotechnology & Genome ETF position peaked at $10.3K in Q4 2025.
105 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.